AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.19%
6,613
-1
127
$1.19M 0.18%
12,859
-1,095
128
$1.17M 0.18%
12,757
-198
129
$1.09M 0.17%
9,591
-3,710
130
$1.07M 0.17%
9,658
-146
131
$1.07M 0.17%
24,950
+389
132
$1.05M 0.16%
23,842
+6,822
133
$1.05M 0.16%
8,667
-227
134
$1.04M 0.16%
11,646
-600
135
$1.04M 0.16%
+20,355
136
$1.03M 0.16%
3,534
-52
137
$1.01M 0.16%
12,590
-571
138
$1M 0.16%
7,202
-287
139
$999K 0.16%
22,702
-788
140
$997K 0.15%
5,726
+694
141
$988K 0.15%
21,557
-5,205
142
$979K 0.15%
13,379
-577
143
$971K 0.15%
18,837
-2,815
144
$951K 0.15%
4,645
+410
145
$937K 0.15%
5,758
146
$935K 0.15%
12,745
-2,463
147
$933K 0.14%
18,989
+158
148
$920K 0.14%
13,098
-13
149
$916K 0.14%
16,110
-866
150
$893K 0.14%
13,340
-514
4 5
6
7 8